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iShares MSCI KLD 400 Social ETF

422 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APW
251
Aurora Private Wealth
New Jersey
$409K +$1.01K +14 +0.2%
FFG
252
Frisch Financial Group
New York
$407K +$1.08K +15 +0.3%
DADC
253
D.A. Davidson & Co
Montana
$403K +$56K +779 +16%
SWA
254
Stratos Wealth Advisors
Ohio
$403K +$403K +5,606 New
Members Trust
255
Members Trust
Florida
$398K -$3.67K -51 -0.9%
FHA
256
Flagship Harbor Advisors
Massachusetts
$394K -$9.93K -138 -2%
VWM
257
Venturi Wealth Management
Texas
$390K +$390K +5,418 New
CA
258
CoreCap Advisors
Michigan
$388K +$190K +2,641 +96%
APA
259
American Portfolios Advisors
New York
$384K +$36.9K +513 +11%
HPC
260
HM Payson & Co
Maine
$381K +$15.5K +215 +4%
FIA
261
Foundations Investment Advisors
Arizona
$379K -$8.63K -118 -2%
PA
262
Parkside Advisors
California
$377K +$72 +1 +0%
PFM
263
Peak Financial Management
Massachusetts
$376K +$95.6K +1,330 +34%
MC
264
Miramar Capital
Illinois
$372K +$3.95K +55 +1%
SFMG
265
Sage Financial Management Group
Virginia
$369K
BC
266
Bartlett & Co
Ohio
$365K
EDRIA
267
Edmonds Duncan Registered Investment Advisors
Kansas
$365K +$43.2K +602 +13%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$365K
BA
269
Bridgewater Advisors
New York
$359K +$13.9K +193 +4%
TWM
270
Titus Wealth Management
California
$352K -$5.03K -70 -1%
AG
271
Ascent Group
Virginia
$351K +$351K +4,498 New
LWA
272
Lowe Wealth Advisors
Maryland
$350K -$20.1K -279 -5%
CAG
273
Crestwood Advisors Group
Massachusetts
$346K -$1.08K -15 -0.3%
CC
274
Callan Capital
California
$345K -$43K -598 -11%
PCM
275
Parsons Capital Management
Rhode Island
$343K +$7.62K +106 +2%